HOW TO TRACK EXPIRY DATES WITH EXCEL


I remembered an occasion when we were supposed to see a program on TV on a particular day but lo and behold our Cable subscription expired without our knowledge. We simply did not keep track of when we renewed the last subscription. And so we had to miss out on that program.

Now, the above experience could happen to anyone on any occasion. It could be any of the following situations;
1.        Renewal of a Membership Subscription
2.      Renewal of Motor Vehicle Papers
3.      Renewal of Business & Operational Licenses
4.      Renewal of Cable Subscription
5.      Renewal of Rates, Rents & Utilities
6.     And any other stuff that expires within a given period of time

In all these, it means that you have a DATE that the item was RENEWED and a DATE in which the last RENEWAL will EXPIRE. There are many ways to keep track of items that WILL SOON EXPIRE and the most common ones are CALENDARS and ALARMS REMINDERS.

If you are a regular EXCEL USER, then EXCEL can be a powerful tool in REMINDING YOU OF IMPORTANT STUFFS that will be EXPIRING SOON. You can customize your excel to pop up reminders to enable attend to stuffs when they are due in other to avoid penalties, cut off subscriptions and other unpleasant circumstances that will arise if RENEWALS are not done before or on the expiry date.

If you don’t know how to set up an Excel sheet to track expiry dates for you then you can find the Template below useful.


Download the EXPIRY DATE TRACKER on item number 10 of our FREE TEMPLATES PAGE and see the video below to enable you understand how to use the Template;


We have explained in the details how the template works. Ensure you see our FREE TEMPLATE USAGE POLICY before downloading. Once you download the template, you will see a page like the picture below;

       All you need to do is;
1. list out the items that you want to track under the ITEM Column (First Column)
2. Enter the dates of the last renewal for each item on the second column
3. Enter the dates that they will expire on the third column
4. That’s all

When you have done the above, this page should look like the picture below;


Your items can be tracked on this page and you will see the ones that are active and the ones that have expired. However, you can get more details on the Click on the DASHBOARD Tab and view a more detailed report like the picture below;


This page shows you the number of days to expiration and the number of days overdue. With this you are done! Once this excel workbook is open you can always track the expiration of the items you are tracking.

We hope this article on EXPIRY DATE TRACKER ON EXCEL was useful. 

Kindly Leave a Comment below. 

Now, the above Template can be customized to achieve a whole lot of stuffs ranging from INVOICE TRACKER, DOCUMENT TRACKER, SUBSCRIPTIONS TRACKER to anything that has A START DATE and AN END DATE. Visit our CUSTOMIZATION PAGE and place an order.


However, you can buy the Paid Template to enable you track the expiry date of 50 items at a very affordable price. On the Paid Template, we have included a “STATUS REPORT” to enable you view the following by “Refreshing the Pivot Tables”;
1.        Expired Items
2.      Expired/Expiring this week
3.      Expiring Next Week
4.      Expired/Expiring this Month
5.      Expiring Next Month

When you have entered the items you want to Track on your “DATABASE”, Click on “STATUS and you will see a page like the picture below;


Right click on any of the Tables. You will see a drop down box, click on “REFRESH” and you will see a report like the picture below;


To enjoy this additional feature, kindly Click on the product below and view the details before you purchase. If you don’t need these additional features then you can visit our FREE TEMPLATES PAGE and get the free template on item no 10.


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You  may also want to read the article on HOW TO COUNT YOUR INVENTORY WITH A BAR-CODE SCANNER

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